MPF

Consolidating
your MPF
accrued benefits
to Fidelity

Step-by-step guide to
filling in your transfer forms

Welcome to Fidelity!
Thank you for consolidating your MPF
accrued benefits to Fidelity. This
handbook is a step-by-step guide to
help you fill in the forms for accrued
benefits transfer.

Employer Choice
Arrangement related
accrued benefits
transfer

MPF(S)-P(P)

If you choose to transfer your Employer Choice

Arrangement related accrued benefits to
Fidelity, simply fill in an Employee Choice
Arrangement (ECA) Transfer Election Form,
or simply referenced as
Form MPF(S)-P(P) (as marked at the top left
hand corner of the form)

3 Go to Page 3

General accrued
benefits transfer

MPF(S)-P(M)

For general accrued benefits transfer, please

fill in a Scheme Members Request for Fund
Transfer Form, or simply referenced as
Form MPF(S)-P(M) (as marked at the top left
hand corner of the form)

10 Go to Page 10

Employer Choice
Arrangement related
accrued benefits
transfer

Please follow the steps listed in this guide to fill

in an Employee Choice Arrangement ("ECA")
Transfer Election Form.

If you DO NOT have a Fidelity MPF account

PA

Please fill in a separate Personal Account Membership Enrolment Form,

referenced as Form PA (which simply asks for your personal details and
investment allocation of transfer assets) to enroll into a new Fidelity
Personal Account.

MPF( S)-P( P) Form MPF( S)-P( P)

 Section A

Simply fill in your personal

details here.

Section B

Please check with your

latest annual benefit
statement or your Human
Resources Department for
your Contribution Account
information in the original
scheme before you fill in
this section.

MPF( S)-P( P) Form MPF( S)-P( P)

 Section C
:

Please note the following abbreviations in this section:

EEMC Employee mandatory contributions in current employment
FRMC Mandatory contributions in respect of former employment(s)

To transfer EEMC and / or FRMC into the Fidelity MPF Personal Account

To transfer FRMC into the Fidelity MPF Contribution Account

7 Go to Page 7

MPF( S)-P( P) Form MPF( S)-P( P)

Please select the part of the accrued benefits to be transferred:

(1)(i)

To transfer both EEMC and FRMC,

please tick Section C (1)(i).
/ OR

( 1 )( ii )
To transfer EEMC only, please tick
Section C (1)(ii).
/ OR

(1)(iii)(a)

To transfer FRMC only, please tick

Section C (1)(iii) & (a).

( 2 a)

Fill in scheme members account

number in Section C (2a).

You may leave the scheme

members account number blank
if you are not aware of this yet.

MPF( S)-P( P) Form MPF( S)-P( P)

(1)(iii)(b)

Please tick Section C (1)(iii)

& (b).

(2b)

Fill in Contribution Account

information in Section C (2b).

You may leave the scheme

members account number blank
if you are not aware of this yet.

Please check with your latest

annual benefit statement or your
Human Resources Department for
your employers identification
number.

MPF( S)-P( P) Form MPF( S)-P( P)

 Section D
:

Please note the following abbreviations in this section:

EEVC Employee voluntary contributions in current employment
FRVC Voluntary contributions in respect of former employment(s)

If you have any EEVC and /

or FRVC and wish to transfer
such accrued benefits to the
Fidelity, please fill in this
section.

( 2 )

Please also fill in your Fidelity

MPA account information in
Section C (2).

If you wish to transfer the accrued benefits in Section C & Section D

to more than one MPF account

MPF( S) - P( P)

Please submit a separate Form MPF(S)-P(P) for EACH MPF

account that receives the accrued benefits.

MPF( S)-P( P) Form MPF( S)-P( P)

 Section E

TG

Please choose "Yes" or "No" for transferring your accrued benefits OUT
of a guaranteed fund you are currently investing in.
If your answer is "Yes", please ALSO complete and return Form TG.

Section F

Finally, please sign with the

signature identical to the
record held with the original
trustee and date this section.

Form
Submission

18

You have now completed the transfer form

and please go to Page 18 for submission
details.

MPF( S)-P( P) Form MPF( S)-P( P)


General accrued
benefits transfer

Please follow the steps listed in this guide to

fill in a Scheme Members Request for Fund
Transfer Form.

If you wish to transfer-out the accrued benefit from more than one
MPF account
MPF( S) - P( M )

Please submit a separate Form MPF(S)-P(M) for EACH MPF account.

Section A

Simply fill in your personal

details here.

MPF( S)-P( P) Form MPF( S)-P( M )

10

 Section B

To fill in this section, the more

information you have on your nonFidelity MPF accounts, the lesser you
will need to do. To help you assess,
simply see which of the following
statements you resonate with:

I have all my MPF accounts

information, i.e. Trustee Name,
Scheme Name and MPF Account
Number.

I dont know who is managing my

MPF account(s).

Scheme Name

I know who my MPF accounts

trustee is, but I dont have my
Scheme Name and MPF Account
Number.

Trustee Name

Trustee Name

Trustee Name

Scheme Name

Scheme Name

Account No.

Account No.

Account No.

13 Go to Page 13
11

MPF( S)-P( P) Form MPF( S)-P( M )

Thats easy then, you have all the information you need, just proceed
to filling in Section B.

Check the front page of your latest annual MPF benefit statement1
from your MPF Trustee(s) for the Name of Trustee, Name of Scheme
& MPF Account Number. You may then fill in Section B.
2

Alternatively, your trustee will have all the information and they are
just a phone call away. To call them, please check for their phone
number2 in the table below. Once you have the information, you
may fill in Section B.

Name of Trustee

Tel

()

Ageas Trustees (HK) Limited

2591 8118

()

AIA Company (Trustee) Limited

2200 6288

AXA China Region Trustees Limited

2802 2812

AXA Financial Services Trustees Limited

2802 2812

Bank Consortium Trust Company Limited

2298 9333

Bank of Communications Trustee Limited

2269 9699

()

Bank of East Asia (Trustees) Limited

2211 1777

BOCI-Prudential Trustee Limited

2929 3366

China Life Trustees Limited

3999 5555

Cititrust Limited

Cititrust Limited

3419 8649

()

HSBC Institutional Trust Services (Asia) Limited

2500 1600

HSBC Provident Fund Trustee (Hong Kong) Limited HSBC Provident Fund Trustee (Hong Kong) Limited

2238 0088

ING Pension Trust Limited

ING Pension Trust Limited

3183 1900

Manulife Provident Funds Trust Company Limited

2108 1388

MassMutual Trustees Limited

2919 9115

()

Principal Trust Company (Asia) Limited

2827 1233

RBC Investor Services Trust Hong Kong Limited

3183 1717

()

Royal Bank of Canada Trust Company (Asia) Ltd.

2848 1388

Sun Life Trustee Company Limited

3183 1888

2 www.mpfa.org.hk2013430

Notes: 1 Please note that your accrued benefits in your Contribution Account may be transferred to
Personal Account after the issuance of the annual benefit statement due to change in employment
status. You may check and verify the information with the trustee.
2 Data sourced from www.mpfa.org.hk, as of 30 April 2013. Please visit MPFA website for
the latest contact details of approved trustees.

MPF( S)-P( P) Form MPF( S)-P( M )

12

If you have your latest annual MPF benefit statement3, please check

the front page of the statement for the Name of Trustee, Name of
Scheme & MPF Account Number. You may then fill in Section B.

PA-SM4145

If you dont have your benefit statement, you may request for MPF
account information from the Mandatory Provident Fund Authority
(the MPFA). Just fill in a separate Request Form for Personal Account
Details (Scheme Member) which is referenced as Form PA-SM4 and
submit it to the MPFA by one of the methods5 shown on page 14.
Once you receive information on your MPF accounts trustee, you
may call them to get further details like Name of Scheme and MPF
Account Number for filling in Section B.

4 www.mpfa.org.hk>>>
>

5 www.mpfa.org.hk2013430
Notes: 3 Please note that your accrued benefits in your Contribution Account may be transferred to
Personal Account after the issuance of the annual benefit statement due to change in
employment status. You may check and verify the information with the trustee.
4 Please download form from www.mpfa.org.hk website, and click on Information Centre > Forms >
MPF Schemes > For Scheme Members > Request for Personal Account Information.
5 Data sourced from www.mpfa.org.hk, as of 30 April 2013.

13

MPF( S)-P( P) Form MPF( S)-P( M )

PA-SM

Submission of Form PA-SM :

Hand Delivery

PA-SM

Please submit the completed Form PA-SM via:

Office

Head Office

Address

Office Hours

115
1501A1508

Units 1501A and 1508, Level 15,

International Commerce Centre,
1 Austin Road West, Kowloon

4123

Central Office

23/F, Nexxus Building,

41 Connaught Road Central,
Central, Hong Kong

223136

Kwai Fong
Office

Level 36, Tower 1, Metroplaza,

223 Hing Fong Road,
Kwai Fong, New Territories

388
1125

Kwun Tong
Office

Enquiry
Counter

Weekdays:
8:45am - 5:45pm

Closed on
Saturdays,
Sundays
and Public
Holidays

25/F, Tower 1, Millennium City 1,

388 Kwun Tong Road, Kwun Tong, Kowloon

36
G01

Room G01, Labour Tribunal,

36 Gascoigne Road, Yaumatei, Kowloon

Weekdays:
9:00am - 1:00pm
2:00pm - 5:00pm

/ OR
3881125

Member Services Section, 25/F, Tower 1, Millennium City 1,

388 Kwun Tong Road, Kwun Tong, Kowloon

Mail

/ OR

+852 3146 7367

Fax

MPF( S)-P( P) Form MPF( S)-P( M )

14

 Section C

For those of you who would like to transfer the accrued benefits derived
from mandatory contributions in the account stated in Section B into the
Contribution Account with your current employer that is with Fidelity :

(1b)

Please tick Section C (1b).

You may leave the scheme member's account number blank if you
are not aware of this yet.

Please check with your Human Resources Department for your

employers identification number.

(2)

Please fill in Section C (2) for the arrangement of your voluntary

contributions. If you do not have voluntary contributions, you may
skip this section.

15

MPF( S)-P( P) Form MPF( S)-P( M )

For those of you who would like to transfer the accrued benefits derived from
mandatory contributions in the account stated in Section B to Fidelity
Personal Account :

(1c)

Please tick Section C (1c).

PA

If you already have a Personal Account with Fidelity, please

fill in your account number
If you DO NOT have a Personal Account with Fidelity, please
fill in a separate Personal Account Membership Enrolment
Form, referenced as Form PA (which simply asks for your
personal details and investment allocation of transfer assets)
to enroll into a new Fidelity Personal Account.

(2)

Please fill in Section C (2) for the arrangement of your voluntary

contributions. If you do not have voluntary contributions, you
may skip this section.

MPF( S)-P( P) Form MPF( S)-P( M )

16

 Section D

This section gives instruction to terminate your MPF account with no

residual balance.
(1)

If your MPF account stated in Section B (1) has no residual balance

upon transfer of the full accrued benefits to Fidelity, an instruction will
be given to the original trustee to terminate your relevant MPF
account.

Section E

TG

Please choose "Yes" or " No" for transferring your accrued benefits
OUT of a guaranteed fund you are currently investing in.
If your answer is "Yes", please ALSO complete and return Form TG.

Section F

Finally, please sign with

the signature identical to
the record held with
the original trustee and
date this section.

17

MPF( S)-P( P) Form MPF( S)-P( M )


Form
Submission

You have now completed the transfer form and

are all set for a hassle-free way to manage
your MPF accrued benefits in the future.

73448
()

Please return the completed form(s) to:

Member Services, Fund Services Hong Kong,
HSBC Institutional Trust Services (Asia) Limited,
P.O. Box 73448, Kowloon Central Post Office,
Hong Kong
and you will be informed by Fidelitys Trustee once your
form is processed.

18

Fidelity Investor Centre

8821
96

Address:
Hours:

Level 21, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong

Monday Friday, 9am to 6pm (by appointment)

Fidelity Investor Hotline

(852) 2629 2629

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MPF-PA-GUIDE-MAY2013

www.fidelity.com.hk